Civic Intelligence

United Way of Clarion County

990 • Fiscal year 2013 • EIN 25-1233793

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 12, 2014

P O Box 20716214

(814) 226-8760

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

76th percentile

0.05x

Higher debt load relative to revenue than 76% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

29th percentile

-6.1%

Higher net margin than 29% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

28th percentile

-10%

Faster asset growth than 28% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$214,248

Down $24,685 (-10%) from 2012

Net Assets

Down

$204,777

Down $11,724 (-5.4%) from 2012

Liabilities

Down

$9,471

Down $12,961 (-58%) from 2012

Revenue

$193,456

No earlier filing loaded for comparison.

Expenses

Up

$205,328

Up $24,067 (+13%) from 2012

Net Income

-$11,872

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $238,933Liabilities 2012: $22,432Net Assets 2012: $216,5012012Assets 2013: $214,248Liabilities 2013: $9,471Net Assets 2013: $204,7772013Assets 2014: $217,722Liabilities 2014: $6,207Net Assets 2014: $211,5152014Assets 2015: $209,401Liabilities 2015: $3,326Net Assets 2015: $206,0752015Assets 2016: $209,541Liabilities 2016: $1,015Net Assets 2016: $208,5262016Assets 2017: $180,822Liabilities 2017: $6,322Net Assets 2017: $174,5002017Assets 2018: $161,231Liabilities 2018: $5,729Net Assets 2018: $155,5022018Assets 2019: $164,315Liabilities 2019: $3,233Net Assets 2019: $161,0822019Assets 2020: $191,731Liabilities 2020: $8,909Net Assets 2020: $182,8222020Assets 2021: $299,165Liabilities 2021: $81,754Net Assets 2021: $217,4112021Assets 2022: $276,785Liabilities 2022: $101,778Net Assets 2022: $175,0072022Assets 2023: $399,593Liabilities 2023: $173,647Net Assets 2023: $225,9462023Assets 2024: $438,170Liabilities 2024: $176,887Net Assets 2024: $261,2832024

Highlighted filing

2013

Assets$214,248
Liabilities$9,471
Net Assets$204,777

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2012: $181,2612012Revenue 2013: $193,456Expenses 2013: $205,328Net Income 2013: -$11,8722013Revenue 2014: $167,189Expenses 2014: $160,451Net Income 2014: $6,7382014Revenue 2015: $167,532Expenses 2015: $172,972Net Income 2015: -$5,4402015Revenue 2016: $164,271Expenses 2016: $161,820Net Income 2016: $2,4512016Revenue 2017: $126,556Expenses 2017: $160,582Net Income 2017: -$34,0262017Revenue 2018: $148,929Expenses 2018: $164,627Net Income 2018: -$15,6982018Revenue 2019: $153,112Expenses 2019: $147,532Net Income 2019: $5,5802019Revenue 2020: $168,434Expenses 2020: $146,694Net Income 2020: $21,7402020Revenue 2021: $218,095Expenses 2021: $183,506Net Income 2021: $34,5892021Revenue 2022: $216,992Expenses 2022: $259,396Net Income 2022: -$42,4042022Revenue 2023: $269,181Expenses 2023: $218,242Net Income 2023: $50,9392023Revenue 2024: $326,474Expenses 2024: $291,137Net Income 2024: $35,3372024

Highlighted filing

2013

Revenue$193,456
Expenses$205,328
Net Income-$11,872
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 12, 2014
Return Version
2013v3.1
Gross Receipts
$214,380
Mission and Program Overview

Mission

Fundraising for member agencies and individuals to build a stronger community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$237,546$211,029▼ $26,517
Land, Buildings, and Equipment, Net$1,387$3,219▲ $1,832
Total Assets$238,933$214,248▼ $24,685
Liabilities
Other Liabilities$22,432$9,471▼ $12,961
Total Liabilities$22,432$9,471▼ $12,961
Net Assets / Fund Balance
Unrestricted Net Assets$129,477$116,748▼ $12,729
Temporarily Rstr Net Assets$87,024$88,029▲ $1,005
Total Net Assets Fund Balance$216,501$204,777▼ $11,724
Total Liabilities and Net Assets / Fund Balance$238,933$214,248▼ $24,685

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,219$6,902$10,121
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael PattonPresident
Amy TurkBoard Member
Gayle GanoeBoard Member
Jean FreebornBoard Member
Kristen HindmanBoard Member
Roy FerrisBoard Member
Sheila RathfonBoard Member
Susie BornakBoard Memebe
Megan LevyPast Preside
Heidi ByersSecretary
Justin CaseyTreasurer
Cortney OrtzVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$168,318
Program Service Revenue
$0
Investment Income
$2,279
Other Revenue
$22,859
All Other Contributions
$132,371
Change in Net Assets
$-11,872

Audited Revenue Reconciliation

Revenue per Audited Statements
$193,456
Revenue Not Reported on Form 990
$20,924
Total Revenue per Audited Statements
$214,380
Total Revenue per Form 990
$193,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$164,065
Salaries, Compensation, and Employee Benefits$41,263
Total Fundraising Expense$1,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$30,228$7,558-$37,786
All Other Expenses-$3,319$1,962$5,281
Other Expenses$4,220--$4,220
Occupancy$2,818$704-$3,522
Payroll Taxes$2,782$695-$3,477
Insurance$2,124$530-$2,654
Office Expenses$1,737$434-$2,171
Fees for Services Accounting$1,520$380-$1,900
Information Technology$1,041$260-$1,301
Depreciation Depletion$396$99-$495
Travel$90--$90
Conferences and Meetings-$20-$20
Total Functional Expenses$189,367$13,999$1,962$205,328

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$226,252
Expenses per Audited Statements$205,328
Total Expenses per Form 990$205,328
Expenses Not Reported on Form 990$20,924
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,772
Fundraising Direct Expenses$20,924
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$18,763$18,763$5,567$13,196
Event 2$13,807$13,807$261$13,546
Total Events$42,053$42,053$15,968$26,085
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Family Savings Match$9,181
Payroll Liabilities$290
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive committee meets and goes over the audit and form 990.

Form 990, Page 6, Part VI, Line 12C

Monitoring by committee and annual reviews.

Form 990, Page 6, Part VI, Line 15A

Executive committee performs a review and sets the salary of the executive director.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available upon request.

Filing and Contact Details

Filer

EIN
25-1233793
Phone
8142268760

Signing Officer

Name
Melissa Fulton
Title
Exec Director
Phone
8142268760
Signed
2014-09-12

Organization Details

Principal Officer
Melissa Fulton
Formed
1973
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
25

Preparer

Preparer
Mary E Brooks
Phone
8142264039
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Many volunteers are needed to carry on the special events of the united way of clarion county in order to help raise funds to carry out their mission.

Form 990, Page 2, Part III, Line 4D

Family savings account money set aside to match recipients own money saved over a two year period - maximum amount per client of 2000.

Form 990, Part XI, Line 9

Special events expense (line 9b) 20,924 special events expense (line 9b) -20,924

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Special events expense (line 9b) 20,924

Schedule D, Page 4, Part XII, Line 2D

Special events expense (line 9b) 20,924

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SPECIAL EVENTS EXPENSE (LINE 9B) 20,924
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SPECIAL EVENTS EXPENSE (LINE 9B) 20,924
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANY VOLUNTEERS ARE NEEDED TO CARRY ON THE SPECIAL EVENTS OF THE UNITED WAY OF CLARION COUNTY IN ORDER TO HELP RAISE FUNDS TO CARRY OUT THEIR MISSION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY SAVINGS ACCOUNT MONEY SET ASIDE TO MATCH RECIPIENTS OWN MONEY SAVED OVER A TWO YEAR PERIOD - MAXIMUM AMOUNT PER CLIENT OF 2000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE MEETS AND GOES OVER THE AUDIT AND FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MONITORING BY COMMITTEE AND ANNUAL REVIEWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EXECUTIVE COMMITTEE PERFORMS A REVIEW AND SETS THE SALARY OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SPECIAL EVENTS EXPENSE (LINE 9B) 20,924 SPECIAL EVENTS EXPENSE (LINE 9B) -20,924
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
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